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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,485 | $92,766+292.9% | $82,763+340.4% | $134,545+170.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.00% | 946.97%-964.0pp | 702.45%-719.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $11,750 | $3,273+259.0% | $3,008+290.6% | $4,742+147.8% |
| Participant deferral / active EE | $23,750 | $4,802+394.6% | $4,395+440.4% | $6,401+271.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |